The Modell Merit

Our team is composed of experienced professionals with diverse financial backgrounds and expertise, including Chartered Financial Analysts (CFA), Certified Financial Planners (CFP®) and Master of Business (MBA) designations. Clients work directly with the appropriate team members who shape their strategies – this level of access fosters stronger relationships, better communication and more informed decision making. 

As an independent firm, our guidance is shaped solely by the needs and priorities of our clients — free from outside pressures, proprietary products, or competing incentives. This objectivity allows us to remain clear-headed, disciplined, and fully committed to preserving long-term value and maintaining our fiduciary duties. 

Our investment philosophy prioritizes quality, stability and long-term positive outcomes. We rely on rigorous analysis, technology, and time-tested principles rather than trends or speculation. This approach helps to ensure that each decision contributes to our clients reaching their financial goals. This disciplined approach is crucial to how we protect and grow our clients’ portfolios over full market cycles. 

Because we maintain a focused client base, our relationships are deep, attentive, and enduring. Clients benefit from consistent communication, thoughtful guidance, and a team that understands their full financial landscape. This continuity allows us to support not just immediate needs, but long-standing goals and aspirations.

The etymology of the name Modell is to build, model and create. Therefore, the name, to us, signifies balance, stability, and precision. These are principles that guide our work every day. This heritage informs the level of care, professionalism, and stewardship we bring to each client relationship. It is a standard we uphold with intention and pride, shaping the experience our clients have come to expect.